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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
3349 Route 138 Building A, Suite D, Wall, NJ 07719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Advisory Services | Freehold | NJ | 08/2020 | 09/2025 |
| Avantax Investment Services, Inc. | Freehold | NJ | 08/2020 | 09/2025 |
| Toms River Recreation Department | Toms River | NJ | 06/2015 | 09/2017 |
| Prudential Advisors | Newark | NJ | 06/2019 | 08/2019 |
| Zonin Wealth Management | Freehold | NJ | 02/2018 | Present |
| Mp Mcdermott & Associates | Toms River | NJ | 10/2013 | 12/2019 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Freehold | NJ | 12/2020 | 09/2025 |
| Cetera Wealth Services, Llc | Freehold | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Oujo Wealth Strategies | Wall | NJ | 06/2026 | Present |
1) Zonin Wealth Management; 35 Court Street, Freehold, NJ 07728; Employee; 2/23/2018; 160hrs; 130hrs; I am an assistant to the advisor helping with paperwork and other tasks. These tasks include email correspondence with clients, answering phone calls and assisting with non-investment and non-insurance related questions 2) MP MCDERMOTT & ASSOCIATES; POSITION: Bookkeeper NATURE: Completing bookkeeping write up work and assisting in simple tax returns. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2022; 801a main street, Toms River NJ 08753; Bookkeeping and occasional simple tax returns 3) NAME OF OTHER BUSINESS: OUJO WEALTH STRATEGIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: WEALTH MANAGEMENT/ FINANCIAL SERVICES; START DATE: 06/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-11 |
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